Import an OFX file into Kashoo

Kashoo is Online accounting system

This tutorial shows how to import an OFX file into Kashoo. First, you need to login into Kashoo. Then click on ‘Banking’.

Select the Bank or Credit Card account.

Click the ‘Browse’ button.

And select an OFX file.

Then click ‘Upload’.

Now transactions are imported. You have to categorize them, select Expense/Transfer or exclude. And then click ‘Add Statement’. So, this way, you’ll process them all.

Select ‘Add Expense’. Then choose ‘Supplier’ and ‘Account’ (what is the Expense Account). Continue for all transactions.

If you realized, that it is incorrect statement, click on ‘Remove Unmatched Rows’.

And all those transactions will be gone.

Originally published at https://www.propersoft.net.

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www.propersoft.net — need to import transactions, but the file format is not supported? Try ProperSoft converters.

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Sergiy Tytarenko

Sergiy Tytarenko

www.propersoft.net — need to import transactions, but the file format is not supported? Try ProperSoft converters.

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